Jobs at Findex

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate records, processing investment transactions, and liaising with financial institutions. Works closely with advisers, partners, and client services teams to ensure timely, accurate completion of client requirements. The role offers hybrid work, training, career development, and a nine-day fortnight.

Provide comprehensive financial planning and investment advice to an established client portfolio in Albury and the surrounding region. Responsibilities include assessing client needs, building relationships, identifying new opportunities, achieving growth and revenue targets, retaining clients, and collaborating with accountants for referrals. Candidates must be registered financial advisers who have completed the Financial Adviser Exam and have SMSF experience.

Conduct external audits for diverse clients, ensuring accurate and timely completion. Prepare business reports and management letters, contribute to audit strategy and scheduling, coordinate engagement teams, and build strong client relationships. The role requires knowledge of Australian auditing and accounting standards, CA or CPA qualification progress, team leadership, business acumen, and experience with CaseWare Working Papers and financial statements.

Partners with senior leaders across Audit and Advisory to deliver HR advice, manage performance, talent, remuneration and promotion cycles, optimise team structures, and support organisational change. Uses employee data for succession planning and workforce solutions, while coaching leaders on employee relations, performance plans and investigations. Requires strong HR generalist experience, employment law knowledge, analytical skills, and effective communication.

Prepare tax compliance (BAS), financial statements, reconciliations and tax returns for companies, partnerships, trusts and individuals. Meet technical standards, deadlines and compliance obligations, build client and colleague relationships, and support CA/CPA study and professional development while delivering accounting and business advisory services.

Lead complex audit engagements from planning to completion, manage client relationships, review audit files for compliance, prepare business reports and fee proposals, and develop and mentor a team of auditors to achieve performance goals.

Leads a fully remote virtual accounting and tax compliance team across Australian offices. Responsibilities include workflow oversight, quality assurance, team coaching, stakeholder management, technical guidance on accounting and tax matters, and continuous process improvement. The role requires advanced compliance expertise, leadership of onshore and offshore teams, strong communication skills, CA qualification or equivalent, an accounting degree, and current professional registration and CPD compliance.

Provide risk and insurance support to Financial Advisers using IRESS and XPlan to prepare needs analyses, quotes and comparisons; conduct health, financial and occupational pre-assessments; act as adviser contact on personal insurance matters; ensure compliance with Findex guidelines; maintain technical product knowledge and meet compliance requirements.

Prepare BAS, financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses. Manage client engagements, meet technical standards and deadlines, work within budgets, and ensure statutory compliance obligations are fulfilled. The role requires Australian public-practice accounting experience, knowledge of taxation requirements, client relationship skills, and the ability to work autonomously and collaboratively in a fully remote environment.

Lead product marketing for prioritized product plays: define audiences and positioning, develop value propositions and campaign content, enable sales with content packs, integrate activity across channels, and measure performance against revenue, pipeline, adoption and cross-sell metrics to inform investment decisions.

Lead Findex's content, SEO and AI answer-engine strategy end-to-end: set editorial voice and calendar, build site architecture and schema, run AI-scaled content pipelines, produce thought leadership and client stories, partner with performance marketing, and track SEO/AEO performance to optimise visibility and conversions.

Manage client portfolios, oversee accounting/reporting compliance, mentor junior staff, and provide strategic business advice for SMEs.